Rockefeller Global Eqty ETF (RGEF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Keybank National Association

DECREASED

Shares696,375 from 782,175

Change-85,800 (-11%)

Value$24.4M (-$2.9M)

Filed 2026-11-04

GC Wealth Management RIA, LLC

NEW

Shares184,177

Change+184,177

Value$6.5M

Filed 2026-11-02

Commonwealth Equity Services, LLC

UNCHANGED

Shares42,709 from 42,709

Change0 (0%)

Value$1.5M (+$3.4K)

Filed 2026-11-02

Harpswell Capital Advisors, LLC

NEW

Shares36,809

Change+36,809

Value$1.3M

Filed 2026-10-09

Rockefeller Capital Management L.P.

N/A

Shares— from 19,040,950

Change-19,040,950 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 870,095

Change-870,095 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 120,117

Change-120,117 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 95,580

Change-95,580 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 63,846

Change-63,846 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 61,231

Change-61,231 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 40,899

Change-40,899 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 35,539

Change-35,539 (-100%)

Value—

N/A

Shares— from 30,000

Change-30,000 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 22,549

Change-22,549 (-100%)

Value—

N/A

Shares— from 21,438

Change-21,438 (-100%)

Value—

Choate Investment Advisors

N/A

Shares— from 8,001

Change-8,001 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 6,944

Change-6,944 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 6,251

Change-6,251 (-100%)

Value—

N/A

Shares— from 481

Change-481 (-100%)

Value—

	Status
Keybank National Association	DECREASED	696,375	782,175	-85,800	-11%	$27.4M	$24.4M	-$2.9M	2026-11-04
GC Wealth Management RIA, LLC	NEW	184,177	—	+184,177	—	—	$6.5M	—	2026-11-02
Commonwealth Equity Services, LLC	UNCHANGED	42,709	42,709	0	0%	$1.5M	$1.5M	+$3.4K	2026-11-02
Harpswell Capital Advisors, LLC	NEW	36,809	—	+36,809	—	—	$1.3M	—	2026-10-09
Rockefeller Capital Management L.P.	N/A	—	19,040,950	-19,040,950	-100%	$666.2M	—	—	—
Fiduciary Trust Co	N/A	—	870,095	-870,095	-100%	$30.4M	—	—	—
JPMorgan Chase & Co	N/A	—	120,117	-120,117	-100%	$4.1M	—	—	—
Wells Fargo & Company	N/A	—	95,580	-95,580	-100%	$3.3M	—	—	—
Franklin Resources Inc	N/A	—	63,846	-63,846	-100%	$2.2M	—	—	—
Brown Advisory Inc	N/A	—	61,231	-61,231	-100%	$2.1M	—	—	—
Flow Traders U.S. LLC	N/A	—	40,899	-40,899	-100%	$1.4K	—	—	—
GTS Securities LLC	N/A	—	35,539	-35,539	-100%	$1.2M	—	—	—
Commerce Bank	N/A	—	30,000	-30,000	-100%	$1.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	22,549	-22,549	-100%	$789.0K	—	—	—
Morgan Stanley	N/A	—	21,438	-21,438	-100%	$750.1K	—	—	—
Choate Investment Advisors	N/A	—	8,001	-8,001	-100%	$280.0K	—	—	—
Citadel Advisors LLC	N/A	—	6,944	-6,944	-100%	$243.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	6,251	-6,251	-100%	$218.7K	—	—	—
UBS Group AG	N/A	—	481	-481	-100%	$16.8K	—	—	—

Showing 19 of 19 institutions